智通财经7月9日电，安科生物(300009.SZ)公告称，公司及其全资子公司安科医药与晟济药业签署《产 品独家代理协议》，公司及安科医药将独家代理SJ02产品在中国大陆及港澳台地区的销售及营销推广。 SJ02是一种长效重组人卵泡刺激素(FSH-CTP)，有望成为国内首款获批上市的长效FSH-CTP。此次合作 旨在充分发挥双方优势资源，实现强强联合的协同效应，加速SJ02在中国市场的商业化落地进程。但同 时也存在产品上市时间存在不确定性、市场推广不及预期等风险。 安科生物：独家代理重组人卵泡刺激素-CTP融合蛋白注射液 ...

截至7月9日收盘，PVDF概念下跌1.65%，位居概念板块跌幅榜前列，板块内，三美股份、巨化股份、 深圳新星等跌幅居前，股价上涨的有2只，涨幅居前的有金明精机、ST联创等，分别上涨1.46%、 0.59%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 托育服务 | 1.82 | 中船系 | -2.12 | | 短剧游戏 | 1.25 | PVDF概念 | -1.65 | | 信托概念 | 1.22 | 存储芯片 | -1.49 | | 知识产权保护 | 1.21 | 稀土永磁 | -1.48 | | AI语料 | 1.09 | 金属锌 | -1.46 | | 化债概念(AMC概念) | 1.07 | 金属镍 | -1.45 | | 虚拟数字人 | 0.98 | 有机硅概念 | -1.38 | | 共享单车 | 0.96 | 金属铅 | -1.21 | | Sora概念(文生视频) | 0.89 | 国家大基金持股 | -1.19 | | 文化传媒概念 | 0.82 | 磷化工 | -1.18 | PVDF ...

据北京日报， 有记者提问称，美国政府昨天宣布，美国将开始限制中国公民及其他所谓"外国对 手"在美国购买农田，理由是出于国家安全考量。中方对此有何评论？ 对此，发言人毛宁表示，美方泛化国家安全概念，剥夺特定国家机构和公民购买土地和房产的权 利，是典型的歧视性做法，违背市场经济原则和国际经贸规则，最终也将损害美国自身的利益。我 们敦促美方立即停止将经贸投资问题政治化。 ...

Core Insights - The meeting between the president of the China Association for Science and Technology (CAST) and young scientific talents highlighted the critical window period for artificial intelligence (AI), which presents numerous opportunities for young scientists [1][4]. Group 1: AI and Opportunities - The president of CAST, Wan Gang, emphasized that AI is reshaping various fields, including science, engineering, agriculture, and medicine, and is providing many opportunities for young scientific talents [4]. - Wan Gang suggested that young scientists should be self-reliant and acquire interdisciplinary technical knowledge and experience to leverage AI effectively [4]. Group 2: New Energy Vehicles - Wan Gang discussed the rapid development of China's new energy vehicle (NEV) industry, which has contributed to national energy security and reduced air pollution, providing new ideas for the stable development of the automotive industry [3]. - He noted that the development of strategic emerging industries requires clear strategic goals and a defined path for industrialization, emphasizing the importance of collaboration between academia and industry, as well as international cooperation [3]. Group 3: Career Planning for Graduates - Wan Gang addressed the career choices facing university graduates, including further research, employment, or entrepreneurship, and stressed the need for self-assessment based on individual circumstances [4]. - He highlighted the importance of systematic knowledge, academic innovation, and long-term focus for those pursuing research, while also noting the value of experience accumulation for those entering the workforce [4]. Group 4: Science Communication and Research - Wan Gang pointed out that scientific innovation and science popularization are two wings of a scientific worker's growth, promoting a mutually beneficial relationship between the two [5]. - He encouraged young scientists to engage in science communication as a way to enhance their understanding of research work and improve research efficiency [5]. Group 5: Scientific Spirit - Wan Gang recommended that young scientists visit the China Science Museum to immerse themselves in the spirit of scientists, which can inspire them in their own scientific journeys [7].

Core Viewpoint - The U.S. government announced restrictions on Chinese citizens and other "foreign adversaries" from purchasing farmland in the U.S., citing national security concerns. The Chinese government criticized this move as discriminatory and harmful to U.S. interests, urging the U.S. to stop politicizing economic and investment issues [1]. Group 1 - The U.S. government is implementing restrictions on foreign purchases of farmland, specifically targeting Chinese citizens [1]. - The rationale provided by the U.S. government for these restrictions is based on national security considerations [1]. - The Chinese government views these actions as a violation of market economy principles and international trade rules, labeling them as discriminatory practices [1].

Investment Rating - The report assigns an "Overweight" rating to the home appliance sector, indicating a projected performance exceeding the Shanghai and Shenzhen 300 Index by more than 15% [1][36]. Core Insights - The report highlights that government subsidies stimulated sales in Q2, leading to continued positive revenue growth. The competitive landscape has improved, driving profitability recovery in the small appliance sector, while leading players in major appliances are enhancing market share concentration [3][4]. Summary by Sections Overview - Domestic sales were boosted by government subsidies in Q2, with most categories achieving double-digit year-on-year growth despite some temporary restrictions. The sustainability of these subsidies is crucial for the industry's performance in the second half of the year [8][13]. Domestic Sales - The report notes that during the 618 shopping festival, online sales for various appliance categories saw significant year-on-year increases, with cleaning appliances up by 26%, water appliances by 22%, and kitchen small appliances by 22%. However, kitchen major appliances experienced a decline of 13% [13][14]. Export Sales - Q2 exports faced short-term setbacks due to uncertainties in tariff policies, with April's export growth dropping to 1.5% and May seeing a 6% decline. However, as tariff policies become clearer, exports are expected to gradually recover [16][17]. Competitive Landscape - The small appliance sector is experiencing improved competition dynamics, particularly in the robotic vacuum cleaner market, which has high growth potential and low penetration rates. The kitchen small appliance segment is also beginning to recover after two years of decline, with a growth rate exceeding 20% during the 618 festival, primarily driven by price increases [19][20]. Investment Recommendations - The report suggests two main investment themes: 1. The improvement in the competitive landscape of small appliances, particularly in the robotic vacuum sector, and the recovery of kitchen small appliances. Recommended stocks include Stone Technology (2025 PE: 18.2×), Ecovacs (2025 PE: 20.3×), Bear Electric (20.8×), and Beiding Co. (36.5×) [25][26]. 2. Concentration of market share among leading brands and high dividend yields for stable investment. Recommended stocks in this category include Midea Group (12.7×) and TCL Electronics (11.3×) [25][26].

产业在线数据显示2025年4-5月彩电内外销出货量同比均小幅波动，值得关注的是受益于补贴政策推动 MiniLED渗透率持续提升，彩电是家电提价幅度最大的品类之一，产品结构显著优化，对应线上、线下 行业整体均价分别同比+10.5%、+6.5%，叠加中国彩电龙头凭借面板产业链优势抢占海外市场，该行预 计龙头收入或将延续稳健增长，且产品结构优化、面板价格同比下滑背景下，其盈利弹性值得期待。 厨电：国补支撑需求，分体烟灶走势平稳 国联民生（601456）证券发布研报称，维持家电行业"强于大市"投资评级。站在当前时点，家电行业内 需提振预期向上，且板块整体对美敞口或不高，龙头结构升级、全球产能布局等应对空间充裕，叠加龙 头经营高质量且高股息，建议积极关注家电投资价值。重点推荐：一是经营高质量，高股息的白电龙 头;二是品牌与产品实力领先的彩电龙头;三是关注经营边际改善、业绩弹性可期的小家电标的。 国联民生证券主要观点如下： 白电：内销趋势向上，龙头份额提升 国补政策带动下，2025Q2白电内销有望实现高单至双位数增长，终端快于出货，产业良性运行;出口方 面，关税影响下外销短期有所放缓，不过前期订单对收入或有支撑。空调龙头 ...

| 导读： 科技部发布2025年度第三批国际科技创新合作项目指南，设5个方向，支持与4国合作，拟资助约21个项目，总经费1.02亿元，要求中外合著论文半数发 表于我国期刊。 | | --- | | 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 根据科技部国际合作司7月2日发布，科技部"政府间国际科技创新合作"重点专项2 0 2 5年度第三批项目申报指南发布。2 0 2 5年度第三批项目设 | | 立5个指南方向，支持与4个国家开展科技合作，拟支持项目数约2 1个，国拨经费总概算 1 . 0 2亿元人民币 。项目不下设课题。要求项目形成的 | | 中外合著论文中， 发表在我国科技期刊上的比例不低于5 0% 。 | | 根据国家科学技术奖励工作办公室5月2 8日的说明，国内期刊的认定标准有所调整： 虽然没有CN号，但由我国机构和个人实际控股的期刊 ， 也可被认定为国内期刊。 | 具体内容如下: 科技部国际合作司关于发布国家重点研发计划"政府间国际科技创新合作"重点专项2 0 2 5年度第三批项目申报指南的通知 各省、自治区、直辖市及计划单列市 ...

"国家的债务问题与经济发展程度相关，经济越发展，为发展付出的成本代价越大，这就是发达国家 平均债务率超过发展中国家的原因，是可以理解的。" "美元虽然在走弱，但仍是强势货币'瘦死的骆驼比马大'。" "日本债务、美债虽都有很大问题，但近阶段仍有一定的韧性和应对办法，还没到山穷水尽、回天乏 术的地步。" "我国虽面临明显的债务压力，但优势也很明显，对政府信用不必太担心。" " 在 未来很长时间 内，黄金都会 呈 现整体 向上 的趋势 ，因为世界各种矛盾 、 各种 问题 没有得 到解决，反而在 不断累积。 " 以上是 中泰国际首席经济学家李迅雷 在 7月8日晚中信书院《知本论》的线上路演中分享的最新观 点。 刚刚为达利欧新书《国家为什么会破产》写完推荐语的李迅雷，结合书中的视角与自己的思考，从 债务 问题的研究视角开始，到 各国债务现状 、 应对策略 、 投资机会进行了一次完整梳理。 高债务是 "国家老年病"，对于不同经济体的债务困境，李迅雷条分缕析，美国36万亿美元债务规模 下，利息支出的压力凭借美元的霸权地位和灵活调整的债务上限进行缓冲。 中国基于中央与地方债务结构的特殊性，偿债能力 较强，偿债压力相对较小，但 ...

AI智能家居成新兴消费热点 记者在现场注意到，展会首日现场人流如织，国内外游客热情似火，包括展区设计、产品概念等均呈现年轻化趋势。其中，AI 智能家居应用成新兴消费热点，全屋智能化系统、智能门锁等更备受现场消费者关注。 21世纪经济报道记者 翁榕涛 实习生 赖桂筠 广州报道 7月8日，第27届中国建博会（广州）召开，吸引参展企业近2000家，本届展会以跨界融合发展为创新亮点，以室内空间、门窗 户外、材艺智造三大生态为核心重构布局。 其深层意义在于，推动中国大家居建装企业告别单一产品竞争，转向提供空间整体解决方案的能力输出。 值得注意的是，本届展会打破传统照明与大家居建装行业的界限，联动定制、门窗等家居题材，首次设立智能照明展馆，吸引 头部智能照明企业参展，并举办专业论坛，引入DALI、Matter等国际技术联盟推动技术创新与标准化发展。 （用户现场体验家居产品，图源：企业供图） 艺智造生态以"向新"聚焦工艺与技术突破，为供应链企业提供兼具技术展示和商贸转化属性的五金竞技场、材料观新台和装备 智造营"三大场域"。 在体验AI全屋智能的区域，专业讲解员表示，"相比以前只能简单地开关窗帘，提前定时开空调而言，现在的 ...